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Wade Financial Advisory’s iShares Russell 3000 ETF IWV Stock Holding History

Wade Financial Advisory’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$740K Hold
2,330
– – 0.25% 44
2024
Q4 		$779K Hold
2,330
– – 0.26% 44
2024
Q3 		$761K Hold
2,330
– – 0.26% 45
2024
Q2 		$719K Hold
2,330
– – 0.26% 46
2024
Q1 		$699K Hold
2,330
– – 0.25% 47
2023
Q4 		$638K Hold
2,330
– – 0.24% 48
2023
Q3 		$571K Hold
2,330
– – 0.24% 46
2023
Q2 		$593K Hold
2,330
– – 0.23% 46
2023
Q1 		$549K Hold
2,330
– – 0.23% 48
2022
Q4 		$514K Sell
2,330
-33
-1% -$7.33K 0.23% 50
2022
Q3 		$489K Buy
2,363
+33
+1% +$7.59K 0.24% 51
2022
Q2 		$507K Sell
2,330
-250
-10% -$59.2K 0.24% 53
2022
Q1 		$677K Buy
2,580
+1,250
+94% +$324K 0.29% 46
2021
Q4 		$369K Hold
1,330
– – 0.19% 55
2021
Q3 		$339K Hold
1,330
– – 0.19% 54
2021
Q2 		$340K Hold
1,330
– – 0.19% 54
2021
Q1 		$316K Hold
1,330
– – 0.2% 54
2020
Q4 		$297K Hold
1,330
– – 0.2% 57
2020
Q3 		$260K Hold
1,330
– – 0.2% 56
2020
Q2 		$239K Buy
+1,330
New +$225K 0.21% 61

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wade Financial Advisory's IWV Position: Q1 2025 in Review

Wade Financial Advisory held its iShares Russell 3000 ETF (IWV) position steady in Q1 2025 at 2,330 shares worth $740K. The position accounts for 0.25% of the portfolio, ranked #44.

Wade Financial Advisory first reported a position in IWV in Q2 2020 and has held it in 20 quarters since. The position peaked at $779K in Q4 2024. 805 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

  • Wade Financial Advisory held 2,330 shares of iShares Russell 3000 ETF worth $740K as of Q1 2025.
  • Wade Financial Advisory left its iShares Russell 3000 ETF share count unchanged in Q1 2025.
  • iShares Russell 3000 ETF made up 0.25% of Wade Financial Advisory's portfolio in Q1 2025, its #44 holding.
  • Wade Financial Advisory first reported a position in iShares Russell 3000 ETF in Q2 2020 and has held it in 20 quarters since.
  • Wade Financial Advisory's iShares Russell 3000 ETF position peaked at $779K in Q4 2024.
  • 805 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.